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Charles Schwab
SCHW

Overview Fund Activity

2,000 hedge funds and large institutions have $117B invested in Charles Schwab in 2025 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 877 increasing their positions, 659 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,000
Holders Change
+36
Holders Change %
+1.83%
% of All Funds
27.17%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.18%
New
214
Increased
877
Reduced
659
Closed
137
Calls
$1.49B
Puts
$1.71B
Net Calls
-$221M
Net Calls Change
+$676M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.74B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.55B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.44B
4
BlackRock
BlackRock
New York
+$1.41B
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.04B

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$14.5B
2
Coatue Management
Coatue Management
New York
-$334M
3
Marshall Wace
Marshall Wace
United Kingdom
-$252M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$235M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
2101
Heritage Wealth Advisors
Virginia
– -$97.2K -1,313 Closed
PFT
2102
Providence First Trust
Arizona
– -$96.3K -1,301 Closed
VHAM
2103
Van Hulzen Asset Management
California
– -$91.1K -1,231 Closed
HI
2104
Human Investing
Oregon
– -$81.1K -1,096 Closed
ORAM
2105
One River Asset Management
Connecticut
– -$74.2K -1,004 Closed
VWM
2106
Venturi Wealth Management
Texas
– -$63.3K -855 Closed
RIA
2107
Realta Investment Advisors
Delaware
– -$54K -725 Closed
FFA
2108
Founders Financial Alliance
North Carolina
– -$53.5K -723 Closed
FLP
2109
Financial Life Planners
Arizona
– -$45.5K -615 Closed
FFA
2110
Fairfield Financial Advisors
Massachusetts
– -$41.7K -564 Closed
RWPA
2111
Richard W. Paul & Associates
Michigan
– -$32.2K -435 Closed
TCM
2112
Tributary Capital Management
Nebraska
– -$31.9K -431 Closed
PSFG
2113
Park Square Financial Group
Georgia
– -$22.2K -300 Closed
PFA
2114
Pathway Financial Advisers
Indiana
– -$19.8K -268 Closed
FIA
2115
FPC Investment Advisory
California
– -$18K -217 Closed
SVCP
2116
Silicon Valley Capital Partners
California
– -$14.6K -197 Closed
FCT
2117
First Community Trust
Iowa
– -$13.9K -188 Closed
CBT
2118
CoreFirst Bank & Trust
Kansas
– -$13.5K -182 Closed
EFP
2119
EnRich Financial Partners
Wisconsin
– -$13K -175 Closed
CCMI
2120
Creative Capital Management Investments
California
– -$10.7K -145 Closed
LWMI
2121
Legacy Wealth Management (Idaho)
Idaho
– -$10.6K -127 Closed
FPF
2122
First Pacific Financial
Washington
– -$9.25K -125 Closed
IA
2123
Icon Advisers
Colorado
– -$8.88K -120 Closed
MFG
2124
Menard Financial Group
Texas
– -$8.59K -116 Closed
PA
2125
Pineridge Advisors
Missouri
– -$8.44K -114 Closed
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